Easy Learning with Financial Restructuring and Corporate Actions
Finance & Accounting > Finance
10.5 h
£34.99 £12.99
0.0
348 students

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Language: English

Master Corporate Restructuring & Deal-Making: M&A, Buyouts, and More

What you will learn:

  • Master financial restructuring fundamentals, including management and leveraged buyouts.
  • Execute a management buyout step-by-step: valuation, funding, deal structuring.
  • Identify, evaluate, and manage financial distress; restructure businesses in bankruptcy.
  • Analyze mergers and acquisitions (M&A) in detail: funding, valuation, earnings impact.
  • Understand corporate actions and their life cycle, including mandatory and voluntary actions.
  • Utilize key financial metrics and models: Z-Score, Rule of 72, and others.
  • Manage advanced capital structures: leverage, recapitalization strategies.
  • Grasp the legal and strategic implications of M&A and takeover defenses.
  • Apply concepts through case studies of major corporate transactions.
  • Learn global corporate restructuring practices, with international examples.

Description

Unlock the secrets of corporate transformation with this in-depth online course! Learn the strategies and mechanisms behind successful mergers & acquisitions, management buyouts, and financial restructurings. This comprehensive program goes beyond theory, providing practical skills and real-world examples to help you navigate complex financial landscapes. Whether you're facing financial distress or aiming for strategic growth, this course equips you with the tools to succeed.

Module 1: Foundations of Corporate Finance and Restructuring: We'll lay the groundwork with essential concepts, exploring the significance of financial health and strategic corporate decision-making. Understand how astute financial choices can completely revamp an organization.

Module 2: Mastering Management Buyouts (MBOs): Dive into the intricacies of MBOs. We'll cover the different types, funding structures, and critical success factors. Learn to identify potential investors, value businesses accurately, determine acquisition prices, and explore diverse funding options. Numerical examples and real-world case studies illustrate the financial calculations and advantages for managers and investors.

Module 3: Navigating Bankruptcy, Liquidation, and Restructuring: Confront the challenges of financial distress. This section covers insolvency, bankruptcy procedures, liquidation processes, and predictive models like the Z-score. We'll also analyze the legal framework, including the absolute priority rule and flow-based insolvency, with practical examples and calculations.

Module 4: The Art of Funding Mergers and Acquisitions (M&A): Master the financial aspects of M&A. Explore payment methods, stock swaps, share exchange ratios, and the impact on earnings per share (EPS). We'll examine financing decisions and the influence of external commercial borrowings, providing a holistic understanding of corporate consolidation.

Module 5: Deep Dive: The HP and Compaq Merger Case Study: Analyze a real-world M&A transaction – the HP and Compaq merger – to solidify your understanding. We'll delve into outstanding shares, tax implications, market reactions, and the effects of cash payments on capital structures.

Module 6: Leveraged Recapitalization Strategies: Learn the techniques behind leveraged recapitalization, including share repurchases and LBOs. Through diagrams, case studies (such as Sealed Air Corporation), you'll understand how these strategies enhance shareholder value by restructuring balance sheets.

Module 7: Advanced M&A: Synergy, Valuation, and More: We'll explore advanced M&A concepts, including horizontal and vertical mergers, conglomerate mergers, bootstrap earnings, and the Herfindahl-Hirschman Index (HHI) for competitive analysis. Learn to create synergy and value through mergers.

Module 8: Valuation and Analysis: This section focuses on cash flow analysis, including negative cash flow interpretation, and comparable company analysis (CCA) for identifying acquisition opportunities and calculating costs.

Module 9: Goodwill, Divestitures, and Tax Implications: Master the accounting and valuation aspects of goodwill in acquisitions. We'll cover divestitures and their tax ramifications, essential for navigating corporate takeovers.

Module 10: Corporate Takeovers and Defenses: Learn about corporate charter transactions, comparable transaction analysis, and defensive strategies used during hostile takeovers. We'll cover both pre- and post-offer defense mechanisms.

Module 11: Unlocking Synergy: Understand how synergy drives M&A success, covering its benefits like reduced capital needs, valuable asset acquisition, and improved shareholder value through real-life examples.

Module 12: Global Perspectives on Corporate Restructuring: Gain an international perspective on corporate restructuring, exploring examples from various economic contexts and legal systems, including East Asia, the UK, and Canada.

Module 13: Securing Financing: Learn about asset-based lending, mezzanine and subordinated debt, and organic/inorganic growth strategies for securing business capital.

Module 14: Corporate Restructuring and Control: Master decision-making and control mechanisms during corporate restructuring, understanding the crucial choices companies make when undergoing significant changes.

Conclusion: This course prepares you to confidently analyze complex corporate transactions, understand diverse financial structures, and navigate the dynamic world of corporate finance. You'll emerge ready to leverage these critical skills for success in your career.

Curriculum

Introduction

This introductory section sets the stage by explaining the fundamental concepts of financial restructuring and its importance in maintaining corporate financial health. It also provides a general overview of corporate actions and their impact on organizational structure.

Management Buy Out

This module provides a comprehensive guide to the management buyout (MBO) process. Lectures cover various MBO types, structuring, funding sources, investor identification, business valuation, pricing calculations, and available financing options. It also includes real-world examples to illustrate numerical calculations and financial benefits for managers and investors.

Bankruptcy, Liquidation, and Restructuring

This section addresses the challenges of bankruptcy and liquidation. Lectures cover financial distress, insolvency, bankruptcy filing procedures, liquidation processes, numerical calculations, the Z-score model for bankruptcy prediction, the legal framework (absolute priority rule, flow-based insolvency), and salvage calculations. Real-world examples are incorporated throughout.

Funding Merger and Acquisitions

This module delves into the financial aspects of mergers and acquisitions (M&A), focusing on payment methods, stock swaps, share exchange ratios, and their effects on earnings per share (EPS). It also explores various financing decisions and the role of external commercial borrowings in M&A transactions.

Case Study: HP and Compaq Merger

This section uses the HP and Compaq merger as a case study to practically apply M&A concepts. Lectures analyze outstanding shares, tax implications for shareholders, market reactions, stock payment options, and the impact of cash payments on capital structures.

Leveraged Recapitalization

This module explains leveraged recapitalization, including share repurchases and leveraged buyouts (LBOs). It utilizes diagrams and case studies (e.g., Sealed Air Corporation) to illustrate how these strategies are used to restructure companies and boost shareholder value. It also includes detailed calculations and analysis of financial statements.

Mergers and Acquisitions

This section covers advanced M&A concepts, including horizontal and vertical mergers, conglomerate mergers, bootstrap earnings, and the Herfindahl-Hirschman Index (HHI) as a competition metric. Real-world examples illustrate how companies create synergy and value through mergers.

Cash Flow and Comparable Company Analysis

This module emphasizes the importance of free cash flow in M&A valuation, and teaches how to interpret negative cash flow and conduct comparable company analysis (CCA) to identify acquisition opportunities and associated costs.

Goodwill and Acquisition

This section focuses on goodwill in acquisitions, covering its calculation, divestitures, and tax implications. It provides an essential overview of the accounting and valuation techniques used in corporate takeovers.

Corporate Charter Transactions

This module covers corporate charter transactions, including comparable transaction analysis and pre- and post-offer takeover defense mechanisms, helping students understand how companies protect themselves during hostile takeovers.

Synergy and its Benefits

This section explores synergy in mergers and acquisitions, focusing on how it's generated and its benefits (reduced capital needs, asset acquisition, increased shareholder value). Real-life examples are used to illustrate these concepts.

Types of Corporate Restructuring

This module explores various types of financial and operational corporate restructuring, providing a global perspective with examples from East Asian markets.

Securing Asset Lenders

This section discusses asset-based lending and securing financing through mezzanine and subordinated debt. It also explores organic and inorganic growth strategies for securing business capital.

Corporate Restructuring and Control

This section focuses on corporate control and decision-making during restructuring, exploring the choices a company faces when changing its capital structure and control mechanisms.

International Findings

This final section provides international perspectives on financial restructuring, with examples from the UK, Canada, and other markets, showcasing how strategic alternatives are explored in different environments.